Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,840
Closed -$456K 123
2024
Q2
$456K Buy
2,840
+30
+1% +$4.82K 1.31% 15
2024
Q1
$372K Hold
2,810
1.01% 15
2023
Q4
$314K Buy
+2,810
New +$314K 0.4% 32